Pair task resolution with deal list context
When an assignment moves forward, pull the related deal's Affinity list details into the handoff so the next person can resume quickly.
Trigger
Task Assignment State Changed
Triggers when a task assignment's state changes. This trigger monitors task assignments for a specific task and detects when the resolution_state changes (e.g., from incomplete to completed, or from completed to approved/rejected).
Action
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
Why this helps
Completed assignments often need a CRM context check before the next person can act.
- Attach relevant list context to a task handoff.
- Retrieve fields available on the selected Affinity list.
- Make the next review step easier to see.
Setup
Build it in a few focused steps.
- 1Connect Box and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for task handoffs.
- 3Tell Notis how to identify the related Affinity list and entry from the task and file context, and which entry fields to include.
- 4Choose Task Assignment State Changed for the Box task and select a report destination.
- 5Test with one real assignment state change and confirm the intended entry appears.
Questions about this workflow
Does this update the assignment or deal?
No. The Affinity action retrieves list entries; it does not change Box tasks or Affinity records.
Are permissions required?
Yes. Affinity list entry retrieval requires export data from lists permission.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Affinity. A trigger fires from one place; an action lands in another.
Box triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Box and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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